+390.6%
FLR vs IONS
+224.2%
+166.4%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -21.4% | +29.6% | +12.0% |
| 7D | +8.5% | -24.8% | +33.3% | +13.1% |
| 30D | -0.7% | -31.5% | +30.8% | +5.1% |
| 3M | -11.7% | -45.2% | +33.5% | -3.2% |
| 6M | +16.2% | -59.1% | +75.3% | +32.8% |
| YTD | +27.0% | -60.8% | +87.8% | +46.2% |
| 1Y | +10.1% | -57.9% | +67.9% | +25.0% |
| 3Y | +46.2% | -34.5% | +80.7% | +49.0% |
| 5Y | +121.4% | -8.8% | +130.2% | +106.8% |
| 10Y | +11.0% | -19.2% | +30.2% | +0.5% |
| All | +390.6% | +224.2% | +166.4% | +167.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling